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Click here or scroll down to respond to this candidateCandidate's Name
Brentwood, NY PHONE NUMBER AVAILABLE EMAIL AVAILABLEProfessional SummarySkilled Financial Analyst currently obtaining a CFA Designation with growing experience in advising clients on financial products, providing tax as per IRFS and US GAAP regulations, developing strategies to increase overall wealth, managing investments, analyzing portfolios, and ensuring clients financial goals are met. Transferable experience in improving clients lives by building wealth, reviewing index funds, conduct balance sheet, Income Statement and Statement of cashflow analysis, adjusting and modifying investment plans based on various factors such as portfolio valuations, forecasting and intangibles, and reviewing crypto/stock investments. Continually exceeds expectations by building strong relationships and works well with people at all levels of the organization including stakeholders, staff, and clients. Skills Advising Clients on Financial Products Ensuring Clients Financial Goals are Met Reviewing Index Funds & Crypto/Stock Investments Developing Strategies to Increase Overall Wealth Providing Tax & Estate Planning Services Examining Portfolios & Suggesting Improvements Improving Clients Lives by Building Wealth Maintaining Files & Analyzing Documentation Managing Investments & Buying/Selling Stocks Cultivating Relationships with Client's & Stakeholders Innovative thinker and fast decisionmaker Excellent Verbal & Written Communication CertificationsCFA, Chartered Financial Analyst Designation CFA Institute Currently Attending Demonstrating superior competency in advanced portfolio management, financial expertise, and technical skills. Studying economics, financial report analysis, private equity, derivatives, Quantitative Methods and Portfolio Management. Collecting and analyzing mathematical data, preparing budgets, and providing financial or investment guidance to clients. Learning to evaluate financial risks, prepare financial forecasts for clients, and assess client's financial performance. Developing and implementing tools for analyzing financial portfolios and gaining knowledge of Alternative investments. Growing experience on how to advise private, high-net worth individuals and affluent families on how to invest their portfolios. Expanding knowledge regarding managing investments as well as planning tax documents as per US GAAP regulations. Practicing Standard deviation, risk analysis, and conducting trend-analysis and cross-sectional reviews with target company. Professional ExperienceFinancial Analyst Love Candles by MJ 10/2022 to Current Prepare revenue, expenses, gains and loss analysis quarterly and annually within the Income statement. Conduct product market research to better target, preferred group of customers to enhance marginal profits. Nurturing, building, and cultivating business to business partnerships to generate new opportunities for the company. Providing efficient and accurate responses to various inquiries from taxing authorities, auditors, and accountants. Balancing batch summary reports for verification and approval and researching and resolving payment discrepancies. Analyzing financial data and creating financial reports to conduct trend analysis and cross-section valuations. Financial Coach & Mentor JGT Results Financial 01/2022 to Current Serving 20+ clients by educating on debt relieve strategies and money management advise to promote financial growth. Strategically creating a program which has serves as a tool for financial freedom and promote high financial IQ. Creating and conducting group presentations consisting of 50+ people to educate individuals on wealth strategies. Successfully conducting client financial coaching through strategic one-on-one, couple, or small group sessions. Assessing clients' current financial situations through review of their tax returns, Income Statement, and credit reports. Spanish Interpreter Northwell Health 01/2020 to Current Interpreting medical information to Spanish-speaking patients and ensuring complete understanding of information. Conducting presentations in front of 150 directors/leaders within Northwell, being featured in multiple media sources. Strategically serving as a leader of the department responsible for mentoring and training newly hired associates. Providing accurate interpretations, attending meetings, and ensuring interpretations are true to the original meaning. Engaging with stakeholders to provide interpretation services and implementing feedback/changes whenever possible. Resolving issues associated with interpretation, localization, and culture and providing quality assurance for processes. Caseworker Family & Children Services 07/2014 to 10/2021 Investigated reports of child abuse and/or neglect in the Hispanic community by using strong social work skills. Assessed cases, compiled case reports containing relevant information, and ensured that case reports were up to date. Provided support, guidance, and counsel to families and made referrals or introductions to other agencies as needed. Scheduled/escorted various individuals to appointments with legal aid workers, counselors, or clinicians as requested. Made home visits to investigate allegations of abuse or neglect and completed extensive documentation for case files. Evaluated whether a child should be temporarily/permanently removed from living situations and placed in foster care. LanguagesSpanish & EnglishExtracurricularsCreator The Higher Self Mastermind SocietyEducationHartwick CollegeBachelor's degree, Spanish |
